Create integrations between Zoho People and Insightly to automate any workflow
WHEN THIS HAPPENS
New EventAUTOMATICALLY DO THIS
Update RecordEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Form NameRequired
Date FieldRequired
Date of Execution
Trigger Before/After Months
Trigger Before/After Days
Time of Execution
Frequency of Occurrence
Try ItFileRequired
File NameRequired
File Description
CategoryRequired
Location
Notify Through Email?
Latitude
Longitude
Form NameRequired
Form NameRequired
File Upload FieldRequired
File
Form NameRequired
Try ItFileRequired
File NameRequired
File Description
CategoryRequired
Employee ID/Email ID
Hidden From Employee?
Visible to Reporting Manager?
Role
Notify Through Email?
Latitude
Longitude
Email ID/Employee ID/Mapper IDRequired
Field ValueRequired
Check-In Time
Check-Out Time
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Related categories
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.